| B53 | WESTWOOD GLOBAL INVESTMENTS LLC CRD 125012 | UT | $9.47B | 3 | Northern Trust→ |
| B53 | LONGVIEW WEALTH MANAGEMENT, INC. CRD 136214 | GA | $1.15B | 12 | Charles Schwab→ |
| B51 | CLEAR INVESTMENT RESEARCH, LLC CRD 172685 | GA | $4.19B | 3 | State Street→ |
| C50 | ALTA CAPITAL MANAGEMENT LLC CRD 106786 | UT | $1.60B | 12 | Charles Schwab→ |
| C50 | HAVEN GLOBAL PARTNERS, LLC CRD 289472 | GA | $1.45B | 1 | State Street→ |
| C49 | QUEST INVESTMENT MANAGEMENT, LLC CRD 110640 | OR | $1.71B | 6 | E*Trade→ |
| C47 | M HOLDINGS SECURITIES, INC. CRD 43285 | OR | $3.21B | 50 | Charles Schwab→ |
| C46 | SHAPIRO CAPITAL MANAGEMENT LLC CRD 105581 | GA | $1.97B | 2 | Charles Schwab→ |
| C45 | STADION MONEY MANAGEMENT, LLC CRD 112608 | GA | $2.69B | 13 | State Street→ |
| C45 | M FINANCIAL INVESTMENT ADVISERS INC CRD 106648 | OR | $1.01B | — | E*Trade→ |
| C44 | GLADIUS CAPITAL MANAGEMENT LP CRD 152023 | UT | $2.88B | — | Wells Fargo→ |
| C44 | CORNERSTONE INVESTMENT PARTNERS, LLC CRD 111753 | GA | $2.65B | 8 | Charles Schwab→ |
| C43 | ROLLINS FINANCIAL ADVISORS, LLC CRD 312921 | GA | $1.59B | 7 | Charles Schwab→ |
| C43 | SOUTHEAST ASSET ADVISORS, LLC CRD 107588 | GA | $4.20B | 8 | Charles Schwab→ |
| C43 | WILLIS INVESTMENT COUNSEL INC CRD 111042 | GA | $4.23B | 6 | Pershing→ |
| C42 | SCOTT CAPITAL ADVISORS, LLC CRD 307980 | OR | $1.13B | 6 | Fidelity→ |
| C42 | SEPIO CAPITAL, LP CRD 285645 | UT | $5.64B | 18 | Fidelity→ |
| C42 | THE NORDEN GROUP LLC CRD 323988 | UT | $1.97B | 22 | Charles Schwab→ |
| C41 | GLENEAGLES INVESTMENT ADVISORS, LLC CRD 312306 | GA | $3.08B | — | E*Trade→ |
| C40 | LCP INSTITUTIONAL, LLC CRD 325133 | GA | $3.18B | 3 | Charles Schwab→ |
| C40 | FIDUCIARYVEST, LLC CRD 134351 | GA | $4.93B | — | E*Trade→ |
| C40 | MARCO INVESTMENT MANAGEMENT LLC CRD 108170 | GA | $1.77B | 5 | Charles Schwab→ |
| C40 | NICHOLAS HOFFMAN & COMPANY, LLC CRD 144516 | GA | $8.26B | 14 | Charles Schwab→ |
| C40 | DESCHUTES INVESTMENT CONSULTING, LLC CRD 155312 | OR | $2.89B | 10 | Charles Schwab→ |
| C39 | CHI-RHO FINANCIAL, LLC CRD 138947 | GA | $1.35B | 6 | E*Trade→ |
| C38 | GLOBALT INVESTMENTS LLC CRD 328039 | GA | $3.02B | 12 | LPL Financial→ |
| C38 | GREATMARK INVESTMENT PARTNERS, INC. CRD 105267 | GA | $1.02B | 3 | Charles Schwab→ |
| C38 | M FINANCIAL ASSET MANAGEMENT, INC. CRD 136694 | OR | $1.23B | 4 | Charles Schwab→ |
| C38 | VOYA INVESTMENT MANAGEMENT LLC CRD 108934 | GA | $38.77B | — | E*Trade→ |
| C38 | IRON GATE GLOBAL ADVISORS, LLC CRD 111177 | UT | $1.32B | 7 | Charles Schwab→ |
| C37 | BECKER CAPITAL MANAGEMENT INC CRD 110489 | OR | $5.73B | 21 | Charles Schwab→ |
| C37 | ARCUS CAPITAL PARTNERS, LLC CRD 147346 | GA | $2.51B | 6 | Charles Schwab→ |
| C37 | MONTAG A & ASSOCIATES INC CRD 105756 | GA | $2.97B | 9 | Charles Schwab→ |
| C37 | GMT CAPITAL CORP. CRD 160404 | GA | $6.90B | — | Goldman Sachs→ |
| C37 | INVESCO ADVISERS, INC. CRD 105360 | GA | $749.52B | 50 | State Street→ |
| C36 | CEDAR MOUNTAIN ADVISORS, LLC CRD 140339 | OR | $1.20B | 6 | Charles Schwab→ |
| C36 | SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC CRD 159419 | OR | $1.75B | 13 | Fidelity→ |
| C36 | DVSM, LP CRD 160800 | OR | $1.89B | — | Wells Fargo→ |
| C35 | SUMMIT GLOBAL INVESTMENTS, LLC CRD 157091 | UT | $2.29B | 50 | Charles Schwab→ |
| C34 | MSOUTH EQUITY PARTNERS, LLC CRD 157601 | GA | $1.00B | — | E*Trade→ |
| C34 | JENSEN INVESTMENT MANAGEMENT INC CRD 105281 | OR | $6.48B | 5 | Pershing→ |
| C34 | STANCORP INVESTMENT ADVISERS, INC. CRD 110228 | OR | $34.50B | 50 | Charles Schwab→ |
| C34 | OPENARC CORPORATE ADVISORY, LLC CRD 336837 | GA | $10.09B | 50 | Charles Schwab→ |
| C34 | VISION CAPITAL MANAGEMENT, INC. CRD 107793 | OR | $1.23B | 12 | Charles Schwab→ |
| C33 | GOVERNMENT PORTFOLIO ADVISORS LLC CRD 170384 | OR | $35.09B | 7 | E*Trade→ |
| C33 | FALCONS I, LLC CRD 294460 | GA | $2.75B | — | E*Trade→ |
| C33 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. CRD 104692 | OR | $10.66B | 27 | Charles Schwab→ |
| C33 | PHILLIPS AND COMPANY ADVISORS LLC CRD 167214 | OR | $2.66B | 13 | Charles Schwab→ |
| C33 | THE FIDUCIARY GROUP, LLC CRD 221530 | GA | $1.97B | 13 | Charles Schwab→ |
| C32 | ALLIANT RETIREMENT SERVICES, LLC CRD 167970 | GA | $7.37B | 37 | E*Trade→ |
